Garrett Wealth Advisory Group, LLC SPSM Holdings History
Garrett Wealth Advisory Group, LLC's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-03-31, Garrett Wealth Advisory Group, LLC held 470,879.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $19.19 Mil. This investment constitutes 4.29% of their stock portfolio, and Garrett Wealth Advisory Group, LLC now holds 0.18% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2021Q3. And since then Garrett Wealth Advisory Group, LLC has made 14 purchases of SPSM, at an average price of $40.88, for a total of 505,826.00 shares. In addition, there have been 1 sales at an average price of $37.68 for 34,947.00 shares. Based on historical transaction data and SPSM's current price of $43.69, Garrett Wealth Advisory Group, LLC's estimated gain on his SPSM holdings is $1.21 Mil, reflecting a 5.87% gain to date.
Garrett Wealth Advisory Group, LLC SPSM ($43.69) Holding Chart
Garrett Wealth Advisory Group, LLC SPSM ($43.69) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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